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VRA Letter: Big Week Ahead: Fed Meeting & MegaCap Tech Earnings. VRA System Buy Signals. Red Hot Small Caps. Trump, the Crypto President.

Good Monday morning. It’s difficult to overstate the importance of this week, which features the Tue/Wed Fed meeting, FOMC Statement and Powell presser combined with megacap tech earnings, with a focus on these names: Tuesday: ...

Posted On July 29, 20245 MIN Read
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Good Monday morning. It’s difficult to overstate the importance of this week, which features the Tue/Wed Fed meeting, FOMC Statement and Powell presser combined with megacap tech earnings, with a focus on these names:

Tuesday: Microsoft

Wednesday: Meta

Thursday: Apple & Amazon

Friday: Nvidia 

Through Fridays close, revenue growth from the S&P 500 has come in at 5% (vs estimates of 4.7%) with earnings growth of 9.8% (vs estimates of 8.9%). Here’s the full schedule of Q2 earnings for the week. 

VRA Bottom Line: we continue to look for stellar earnings growth, as the innovation revolution powers this structural bull market higher. As always, it’s not the news that matters as much as the markets reaction to that news. In classic (early) bull market fashion we’re seeing strong rotations and broadening action, confirmed by market internals. Powerfully healthy.

Sector and technical analysis, using VRA moving averages and VRA momentum oscillators, will cont...

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